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See below on how to add a new Salesperson drop down item which is commonly needed as you add Salespeople to your dealership.

  1. Open the Administrator program

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  1. Corporate Division

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  1. >

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  1. Drop Down List Setup

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  1. > locate “Salespeople”

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  2. On the right

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  1. side, hit “New”, fill in the name (under List It), select your Corporate Division (if not already on right hand box) + Sales Division (if applicable) and select “Save”

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  2. Once added, select the salesperson and configure the remainder of the information to accordingly on the right panel. You can also do this in each user record in the Salesperson / Manager / Action Item Configuration. You will want to ensure any users who need access to the new Salespersons information in reports that they “manage” the salesperson.

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